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Delete an account transaction

Use remove & redo to delete an account transaction.

Christopher Dosin avatar
Written by Christopher Dosin
Updated over 4 months ago

How it works

  • Use remove & redo to delete an account transaction such as a spend or receive money, payment or transfer transaction, overpayment or prepayment.

  • When you use remove & redo, Cybooks deletes the account transaction completely, so it won’t be available for you to reconcile with another statement line later.

  • If the account transaction is reconciled, the bank statement line associated with the transaction will remain in the bank account, so you can reconcile it with another transaction.

Delete a transaction

  1. In the Bookkeeping menu, select Bank accounts.

  2. Click the name of the bank account that has the account transaction you want to delete.

  3. Select the checkbox next to the transaction you want to delete.

  4. Click Remove & Redo.

  5. Click Yes.

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